VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,771 shares; 2024Q4: 619,197 shares; 2025Q1: 741,353 shares; 2025Q2: 771,017 shares; 2025Q3: 816,131 shares; 2025Q4: 935,060 shares 935,060 $56M 8.82% +118,929 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,744 shares; 2024Q4: 293,888 shares; 2025Q1: 319,991 shares; 2025Q2: 314,450 shares; 2025Q3: 327,122 shares; 2025Q4: 343,832 shares 343,832 $51.1M 8.04% +16,710 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252,338 shares; 2024Q4: 1,269,004 shares; 2025Q1: 1,308,379 shares; 2025Q2: 1,283,341 shares; 2025Q3: 1,271,967 shares; 2025Q4: 1,261,235 shares 1,261,235 $49.9M 7.86% -10,732 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,023 shares; 2024Q4: 79,215 shares; 2025Q1: 75,732 shares; 2025Q2: 87,190 shares; 2025Q3: 84,386 shares; 2025Q4: 79,431 shares 79,431 $26.6M 4.19% -4,955 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,336 shares; 2024Q4: 355,000 shares; 2025Q1: 417,314 shares; 2025Q2: 433,633 shares; 2025Q3: 446,559 shares; 2025Q4: 497,737 shares 497,737 $24.6M 3.87% +51,178 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,866 shares; 2024Q4: 284,233 shares; 2025Q1: 349,073 shares; 2025Q2: 379,075 shares; 2025Q3: 404,743 shares; 2025Q4: 479,430 shares 479,430 $23M 3.62% +74,687 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,119 shares; 2024Q4: 235,079 shares; 2025Q1: 257,214 shares; 2025Q2: 261,061 shares; 2025Q3: 255,510 shares; 2025Q4: 240,705 shares 240,705 $22.6M 3.56% -14,805 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,190 shares; 2024Q4: 182,318 shares; 2025Q1: 192,929 shares; 2025Q2: 192,453 shares; 2025Q3: 194,484 shares; 2025Q4: 230,897 shares 230,897 $19M 3% +36,413 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,024 shares; 2024Q4: 144,173 shares; 2025Q1: 161,840 shares; 2025Q2: 176,424 shares; 2025Q3: 172,127 shares; 2025Q4: 179,990 shares 179,990 $18.4M 2.89% +7,863 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,378 shares; 2024Q4: 250,109 shares; 2025Q1: 265,349 shares; 2025Q2: 258,971 shares; 2025Q3: 254,511 shares; 2025Q4: 252,103 shares 252,103 $14.8M 2.33% -2,408 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,642 shares; 2024Q4: 158,344 shares; 2025Q1: 187,265 shares; 2025Q2: 187,677 shares; 2025Q3: 177,918 shares; 2025Q4: 185,009 shares 185,009 $13.7M 2.16% +7,091 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,694 shares; 2024Q4: 47,061 shares; 2025Q1: 47,255 shares; 2025Q2: 45,695 shares; 2025Q3: 42,620 shares; 2025Q4: 42,150 shares 42,150 $11.5M 1.8% -470 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,365 shares; 2024Q4: 229,906 shares; 2025Q1: 241,306 shares; 2025Q2: 243,466 shares; 2025Q3: 237,087 shares; 2025Q4: 224,156 shares 224,156 $11.2M 1.76% -12,931 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,631 shares; 2024Q4: 35,774 shares; 2025Q1: 38,051 shares; 2025Q2: 38,714 shares; 2025Q3: 95,452 shares; 2025Q4: 58,116 shares 58,116 $10.8M 1.71% -37,336 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,269 shares; 2024Q4: 144,816 shares; 2025Q1: 148,543 shares; 2025Q2: 148,982 shares; 2025Q3: 145,150 shares; 2025Q4: 135,744 shares 135,744 $10.5M 1.65% -9,406 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,089 shares; 2024Q4: 208,618 shares; 2025Q1: 265,476 shares; 2025Q2: 274,232 shares; 2025Q3: 275,779 shares; 2025Q4: 309,777 shares 309,777 $10.2M 1.61% +33,998 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,705 shares; 2024Q4: 123,214 shares; 2025Q1: 130,527 shares; 2025Q2: 130,155 shares; 2025Q3: 127,567 shares; 2025Q4: 123,442 shares 123,442 $10.2M 1.6% -4,125 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,227 shares; 2024Q4: 231,748 shares; 2025Q1: 254,861 shares; 2025Q2: 254,760 shares; 2025Q3: 250,696 shares; 2025Q4: 265,187 shares 265,187 $10.1M 1.59% +14,491 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,851 shares; 2024Q4: 87,779 shares; 2025Q1: 87,726 shares; 2025Q2: 86,069 shares; 2025Q3: 81,800 shares; 2025Q4: 79,440 shares 79,440 $8.88M 1.4% -2,360 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 89,038 shares; 2025Q1: 97,348 shares; 2025Q2: 105,753 shares; 2025Q3: 116,123 shares; 2025Q4: 127,278 shares 127,278 $7.48M 1.18% +11,155 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,282 shares; 2024Q4: 129,240 shares; 2025Q1: 134,335 shares; 2025Q2: 138,330 shares; 2025Q3: 135,319 shares; 2025Q4: 137,292 shares 137,292 $6.4M 1.01% +1,973 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,131 shares; 2024Q4: 116,172 shares; 2025Q1: 118,198 shares; 2025Q2: 117,711 shares; 2025Q3: 116,675 shares; 2025Q4: 103,475 shares 103,475 $6.16M 0.97% -13,200 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,383 shares; 2024Q4: 74,865 shares; 2025Q1: 68,141 shares; 2025Q2: 66,985 shares; 2025Q3: 65,715 shares; 2025Q4: 64,103 shares 64,103 $5.83M 0.92% -1,612 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,101 shares; 2024Q4: 68,707 shares; 2025Q1: 72,471 shares; 2025Q2: 72,767 shares; 2025Q3: 74,311 shares; 2025Q4: 86,202 shares 86,202 $5.79M 0.91% +11,891 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,227 shares; 2024Q4: 11,250 shares; 2025Q1: 11,324 shares; 2025Q2: 11,679 shares; 2025Q3: 11,415 shares; 2025Q4: 11,448 shares 11,448 $5.75M 0.91% +33 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,159 shares; 2024Q4: 131,382 shares; 2025Q1: 160,860 shares; 2025Q2: 165,485 shares; 2025Q3: 160,249 shares; 2025Q4: 175,671 shares 175,671 $5.56M 0.88% +15,422 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 9,907 shares; 2025Q1: 10,417 shares; 2025Q2: 10,525 shares; 2025Q3: 10,677 shares; 2025Q4: 11,907 shares 11,907 $5.35M 0.84% +1,230 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,499 shares; 2024Q4: 81,649 shares; 2025Q1: 79,613 shares; 2025Q2: 86,752 shares; 2025Q3: 88,370 shares; 2025Q4: 81,932 shares 81,932 $5.12M 0.81% -6,438 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,454 shares; 2024Q4: 155,874 shares; 2025Q1: 187,268 shares; 2025Q2: 218,979 shares; 2025Q3: 215,410 shares; 2025Q4: 219,313 shares 219,313 $5.11M 0.8% +3,903 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,132 shares; 2024Q4: 108,923 shares; 2025Q1: 112,173 shares; 2025Q2: 117,140 shares; 2025Q3: 115,965 shares; 2025Q4: 127,443 shares 127,443 $4.84M 0.76% +11,478 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,435 shares; 2024Q4: 21,536 shares; 2025Q1: 20,127 shares; 2025Q2: 20,657 shares; 2025Q3: 20,786 shares; 2025Q4: 20,869 shares 20,869 $4.82M 0.76% +83 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 9,725 shares; 2025Q1: 9,940 shares; 2025Q2: 9,921 shares; 2025Q3: 10,363 shares; 2025Q4: 9,681 shares 9,681 $4.68M 0.74% -682 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,478 shares; 2024Q4: 82,365 shares; 2025Q1: 76,033 shares; 2025Q2: 72,054 shares; 2025Q3: 68,611 shares; 2025Q4: 65,465 shares 65,465 $4.67M 0.74% -3,146 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,545 shares; 2024Q4: 97,862 shares; 2025Q1: 97,066 shares; 2025Q2: 96,458 shares; 2025Q3: 102,421 shares; 2025Q4: 106,792 shares 106,792 $4.55M 0.72% +4,371 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,334 shares; 2024Q4: 97,674 shares; 2025Q1: 102,849 shares; 2025Q2: 101,176 shares; 2025Q3: 103,569 shares; 2025Q4: 116,321 shares 116,321 $4.01M 0.63% +12,752 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,238 shares; 2024Q4: 115,041 shares; 2025Q1: 113,019 shares; 2025Q2: 115,276 shares; 2025Q3: 118,977 shares; 2025Q4: 117,093 shares 117,093 $3.81M 0.6% -1,884 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 20,783 shares; 2025Q1: 20,703 shares; 2025Q2: 20,676 shares; 2025Q3: 20,676 shares; 2025Q4: 20,676 shares 20,676 $3.75M 0.59% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 49,275 shares; 2025Q1: 66,507 shares; 2025Q2: 74,739 shares; 2025Q3: 79,324 shares; 2025Q4: 89,859 shares 89,859 $3.42M 0.54% +10,535 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,768 shares; 2024Q4: 87,470 shares; 2025Q1: 85,008 shares; 2025Q2: 84,298 shares; 2025Q3: 84,608 shares; 2025Q4: 71,467 shares 71,467 $3.17M 0.5% -13,141 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,668 shares; 2024Q4: 15,488 shares; 2025Q1: 15,332 shares; 2025Q2: 15,372 shares; 2025Q3: 15,386 shares; 2025Q4: 13,776 shares 13,776 $2.92M 0.46% -1,610 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 3,116 shares; 2025Q1: 5,592 shares; 2025Q2: 5,601 shares; 2025Q3: 5,507 shares; 2025Q4: 5,223 shares 5,223 $2.89M 0.45% -284 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,875 shares; 2024Q4: 16,509 shares; 2025Q1: 16,269 shares; 2025Q2: 15,982 shares; 2025Q3: 15,789 shares; 2025Q4: 15,003 shares 15,003 $2.87M 0.45% -786 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,871 shares; 2024Q4: 93,199 shares; 2025Q1: 91,674 shares; 2025Q2: 89,824 shares; 2025Q3: 86,176 shares; 2025Q4: 86,046 shares 86,046 $2.82M 0.44% -130 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,921 shares; 2024Q4: 23,698 shares; 2025Q1: 21,032 shares; 2025Q2: 21,058 shares; 2025Q3: 21,946 shares; 2025Q4: 24,501 shares 24,501 $2.73M 0.43% +2,555 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,857 shares; 2024Q4: 7,917 shares; 2025Q1: 8,612 shares; 2025Q2: 8,688 shares; 2025Q3: 8,629 shares; 2025Q4: 8,492 shares 8,492 $2.7M 0.43% -137 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,165 shares; 2024Q4: 61,562 shares; 2025Q1: 63,008 shares; 2025Q2: 71,356 shares; 2025Q3: 79,373 shares; 2025Q4: 79,632 shares 79,632 $2.62M 0.41% +259 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,803 shares; 2024Q4: 73,998 shares; 2025Q1: 81,462 shares; 2025Q2: 90,439 shares; 2025Q3: 86,264 shares; 2025Q4: 98,660 shares 98,660 $2.61M 0.41% +12,396 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,420 shares; 2024Q4: 7,576 shares; 2025Q1: 7,724 shares; 2025Q2: 7,908 shares; 2025Q3: 7,917 shares; 2025Q4: 7,801 shares 7,801 $2.51M 0.4% -116 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,654 shares; 2024Q4: 7,268 shares; 2025Q1: 7,449 shares; 2025Q2: 7,127 shares; 2025Q3: 7,352 shares; 2025Q4: 7,613 shares 7,613 $2.39M 0.38% +261 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,670 shares; 2024Q4: 25,313 shares; 2025Q1: 26,874 shares; 2025Q2: 28,387 shares; 2025Q3: 27,592 shares; 2025Q4: 27,267 shares 27,267 $2.25M 0.35% -325 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,583 shares; 2024Q4: 24,636 shares; 2025Q1: 24,014 shares; 2025Q2: 23,851 shares; 2025Q3: 22,161 shares; 2025Q4: 22,534 shares 22,534 $2.02M 0.32% +373 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,070 shares; 2025Q1: 3,023 shares; 2025Q2: 3,220 shares; 2025Q3: 3,078 shares; 2025Q4: 3,155 shares 3,155 $1.98M 0.31% +77 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,544 shares; 2024Q4: 45,591 shares; 2025Q1: 44,576 shares; 2025Q2: 40,823 shares; 2025Q3: 39,130 shares; 2025Q4: 35,718 shares 35,718 $1.92M 0.3% -3,412 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,358 shares; 2024Q4: 30,250 shares; 2025Q1: 28,562 shares; 2025Q2: 29,084 shares; 2025Q3: 28,078 shares; 2025Q4: 23,805 shares 23,805 $1.88M 0.3% -4,273 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,637 shares; 2024Q4: 24,630 shares; 2025Q1: 23,539 shares; 2025Q2: 23,394 shares; 2025Q3: 23,185 shares; 2025Q4: 22,586 shares 22,586 $1.66M 0.26% -599 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,921 shares; 2024Q4: 36,760 shares; 2025Q1: 36,550 shares; 2025Q2: 36,601 shares; 2025Q3: 36,046 shares; 2025Q4: 34,948 shares 34,948 $1.56M 0.24% -1,098 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 17,053 shares; 2025Q1: 25,764 shares; 2025Q2: 21,251 shares; 2025Q3: 25,154 shares; 2025Q4: 31,662 shares 31,662 $1.53M 0.24% +6,508 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.24% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,469 shares; 2024Q4: 32,532 shares; 2025Q1: 32,532 shares; 2025Q2: 32,536 shares; 2025Q3: 32,536 shares; 2025Q4: 32,559 shares 32,559 $1.47M 0.23% +23 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,512 shares; 2024Q4: 59,188 shares; 2025Q1: 61,131 shares; 2025Q2: 60,962 shares; 2025Q3: 59,615 shares; 2025Q4: 16,320 shares 16,320 $1.46M 0.23% -43,295 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,644 shares; 2024Q4: 25,644 shares; 2025Q1: 25,644 shares; 2025Q2: 25,644 shares; 2025Q3: 25,644 shares; 2025Q4: 25,546 shares 25,546 $1.4M 0.22% -98 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,190 shares; 2024Q4: 10,961 shares; 2025Q1: 10,946 shares; 2025Q2: 10,876 shares; 2025Q3: 11,682 shares; 2025Q4: 11,156 shares 11,156 $1.34M 0.21% -526 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,681 shares; 2024Q4: 20,868 shares; 2025Q1: 21,553 shares; 2025Q2: 21,132 shares; 2025Q3: 20,767 shares; 2025Q4: 17,623 shares 17,623 $1.34M 0.21% -3,144 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,622 shares; 2025Q1: 1,598 shares; 2025Q2: 1,612 shares; 2025Q3: 2,054 shares; 2025Q4: 1,767 shares 1,767 $1.21M 0.19% -287 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 14,846 shares; 2025Q1: 12,224 shares; 2025Q2: 12,218 shares; 2025Q3: 12,234 shares; 2025Q4: 12,103 shares 12,103 $1.13M 0.18% -131 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,861 shares; 2025Q3: 24,757 shares; 2025Q4: 23,914 shares 23,914 $1.12M 0.18% -843 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,909 shares; 2025Q1: 3,000 shares; 2025Q2: 3,659 shares; 2025Q3: 3,615 shares; 2025Q4: 3,417 shares 3,417 $1.07M 0.17% -198 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 5,505 shares; 2025Q1: 5,125 shares; 2025Q2: 5,041 shares; 2025Q3: 5,025 shares; 2025Q4: 4,708 shares 4,708 $1.03M 0.16% -317 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,561 shares; 2024Q4: 42,893 shares; 2025Q1: 40,751 shares; 2025Q2: 37,347 shares; 2025Q3: 34,779 shares; 2025Q4: 15,865 shares 15,865 $1.03M 0.16% -18,914 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,962 shares; 2024Q4: 12,971 shares; 2025Q1: 11,964 shares; 2025Q2: 11,381 shares; 2025Q3: 11,137 shares; 2025Q4: 10,911 shares 10,911 $965K 0.15% -226 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,415 shares; 2025Q1: 4,383 shares; 2025Q2: 4,311 shares; 2025Q3: 4,289 shares; 2025Q4: 4,156 shares 4,156 $961K 0.15% -133 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,874 shares; 2025Q1: 3,058 shares; 2025Q2: 4,586 shares; 2025Q3: 5,605 shares; 2025Q4: 6,641 shares 6,641 $953K 0.15% +1,036 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 3,949 shares; 2025Q4: 3,816 shares 3,816 $939K 0.15% -133 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,167 shares; 2025Q1: 2,088 shares; 2025Q2: 2,039 shares; 2025Q3: 2,032 shares; 2025Q4: 1,912 shares 1,912 $933K 0.15% -120 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,184 shares; 2025Q1: 1,224 shares; 2025Q2: 851 shares; 2025Q3: 886 shares; 2025Q4: 866 shares 866 $931K 0.15% -20 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,897 shares; 2025Q1: 4,825 shares; 2025Q2: 4,396 shares; 2025Q3: 4,647 shares; 2025Q4: 5,175 shares 5,175 $920K 0.14% +528 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,772 shares; 2025Q1: 2,199 shares; 2025Q2: 2,202 shares; 2025Q3: 1,995 shares; 2025Q4: 1,964 shares 1,964 $914K 0.14% -31 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,487 shares; 2025Q1: 1,475 shares; 2025Q2: 1,323 shares; 2025Q3: 1,477 shares; 2025Q4: 1,283 shares 1,283 $847K 0.13% -194 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,089 shares; 2024Q4: 18,343 shares; 2025Q1: 16,734 shares; 2025Q2: 17,110 shares; 2025Q3: 16,861 shares; 2025Q4: 16,943 shares 16,943 $844K 0.13% +82 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 10,792 shares; 2025Q1: 10,323 shares; 2025Q2: 9,654 shares; 2025Q3: 9,495 shares; 2025Q4: 8,113 shares 8,113 $832K 0.13% -1,382 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 2,690 shares; 2025Q1: 2,601 shares; 2025Q2: 3,071 shares; 2025Q3: 5,585 shares; 2025Q4: 7,815 shares 7,815 $823K 0.13% +2,230 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 14,286 shares; 2025Q1: 13,851 shares; 2025Q2: 14,408 shares; 2025Q3: 12,842 shares; 2025Q4: 15,146 shares 15,146 $808K 0.13% +2,304 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,366 shares; 2025Q1: 17,054 shares; 2025Q2: 18,825 shares; 2025Q3: 20,329 shares; 2025Q4: 21,414 shares 21,414 $790K 0.12% +1,085 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,003 shares; 2024Q4: 22,021 shares; 2025Q1: 21,107 shares; 2025Q2: 21,848 shares; 2025Q3: 21,486 shares; 2025Q4: 16,491 shares 16,491 $772K 0.12% -4,995 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 10,105 shares; 2025Q1: 9,252 shares; 2025Q2: 9,353 shares; 2025Q3: 8,566 shares; 2025Q4: 6,991 shares 6,991 $768K 0.12% -1,575 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,828 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,224 shares; 2025Q4: 2,660 shares 2,660 $759K 0.12% +436 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,907 shares; 2025Q1: 1,881 shares; 2025Q2: 2,175 shares; 2025Q3: 2,254 shares; 2025Q4: 2,161 shares 2,161 $748K 0.12% -93 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 5,151 shares; 2025Q4: 7,334 shares 7,334 $732K 0.12% +2,183 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,362 shares; 2025Q1: 3,925 shares; 2025Q2: 3,914 shares; 2025Q3: 3,802 shares; 2025Q4: 3,537 shares 3,537 $732K 0.12% -265 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,606 shares; 2024Q4: 19,648 shares; 2025Q1: 19,692 shares; 2025Q2: 19,525 shares; 2025Q3: 19,572 shares; 2025Q4: 19,063 shares 19,063 $722K 0.11% -509 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,324 shares; 2025Q1: 3,563 shares; 2025Q2: 3,447 shares; 2025Q3: 3,450 shares; 2025Q4: 3,300 shares 3,300 $707K 0.11% -150 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,564 shares; 2024Q4: 18,584 shares; 2025Q1: 16,684 shares; 2025Q2: 16,991 shares; 2025Q3: 19,533 shares; 2025Q4: 16,624 shares 16,624 $691K 0.11% -2,909 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,778 shares 12,778 $689K 0.11% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 7,839 shares; 2025Q1: 7,677 shares; 2025Q2: 7,055 shares; 2025Q3: 6,811 shares; 2025Q4: 6,668 shares 6,668 $683K 0.11% -143 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,886 shares; 2025Q2: 2,940 shares; 2025Q3: 2,939 shares; 2025Q4: 2,600 shares 2,600 $683K 0.11% -339 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,381 shares 16,381 $674K 0.11% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,455 shares; 2024Q4: 51,000 shares; 2025Q1: 50,682 shares; 2025Q2: 43,650 shares; 2025Q3: 43,238 shares; 2025Q4: 36,717 shares 36,717 $669K 0.11% -6,521 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,559 shares; 2025Q4: 7,550 shares 7,550 $648K 0.1% -9 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,957 shares 3,957 $642K 0.1% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,784 shares; 2025Q2: 1,822 shares; 2025Q3: 1,891 shares; 2025Q4: 2,080 shares 2,080 $641K 0.1% +189 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,509 shares; 2025Q1: 3,192 shares; 2025Q2: 3,276 shares; 2025Q3: 3,803 shares; 2025Q4: 3,258 shares 3,258 $635K 0.1% -545 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 2,015 shares 2,015 $629K 0.1% +784 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,447 shares; 2025Q4: 2,589 shares 2,589 $627K 0.1% +1,142 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,782 shares; 2024Q4: 59,043 shares; 2025Q1: 54,903 shares; 2025Q2: 31,174 shares; 2025Q3: 25,394 shares; 2025Q4: 25,394 shares 25,394 $618K 0.1% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 6,315 shares; 2025Q1: 6,260 shares; 2025Q2: 6,690 shares; 2025Q3: 6,636 shares; 2025Q4: 4,354 shares 4,354 $614K 0.1% -2,282 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,073 shares; 2024Q4: 11,613 shares; 2025Q1: 7,914 shares; 2025Q2: 7,431 shares; 2025Q3: 7,566 shares; 2025Q4: 7,303 shares 7,303 $605K 0.1% -263 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,328 shares; 2025Q1: 5,334 shares; 2025Q2: 5,527 shares; 2025Q3: 5,342 shares; 2025Q4: 5,307 shares 5,307 $604K 0.09% -35 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,561 shares; 2025Q1: 2,464 shares; 2025Q2: 2,709 shares; 2025Q3: 2,211 shares; 2025Q4: 2,643 shares 2,643 $580K 0.09% +432 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,975 shares; 2024Q4: 14,963 shares; 2025Q1: 15,089 shares; 2025Q2: 14,411 shares; 2025Q3: 13,459 shares; 2025Q4: 12,505 shares 12,505 $574K 0.09% -954 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,293 shares; 2025Q1: 2,294 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,169 shares 2,169 $559K 0.09% -153 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,144 shares 22,144 $557K 0.09% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,746 shares; 2025Q2: 6,946 shares; 2025Q3: 7,027 shares; 2025Q4: 6,468 shares 6,468 $526K 0.08% -559 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,802 shares 1,802 $521K 0.08% +535 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,649 shares; 2025Q4: 32,284 shares 32,284 $519K 0.08% +12,635 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,136 shares; 2025Q2: 4,626 shares; 2025Q3: 5,077 shares; 2025Q4: 6,397 shares 6,397 $518K 0.08% +1,320 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 555 shares 555 $518K 0.08% +187 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 9,339 shares; 2025Q1: 9,328 shares; 2025Q2: 12,065 shares; 2025Q3: 13,664 shares; 2025Q4: 13,020 shares 13,020 $510K 0.08% -644 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,557 shares; 2024Q4: 10,557 shares; 2025Q1: 10,604 shares; 2025Q2: 10,604 shares; 2025Q3: 10,604 shares; 2025Q4: 10,604 shares 10,604 $509K 0.08% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 578 shares; 2025Q1: 579 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 564 shares 564 $496K 0.08% +1 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 3,850 shares; 2025Q4: 8,256 shares 8,256 $496K 0.08% +4,406 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 3,614 shares 3,614 $490K 0.08% +1,538 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 10,701 shares; 2025Q1: 10,701 shares; 2025Q2: 10,701 shares; 2025Q3: 10,701 shares; 2025Q4: 10,701 shares 10,701 $490K 0.08% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,644 shares; 2024Q4: 20,644 shares; 2025Q1: 20,644 shares; 2025Q2: 20,644 shares; 2025Q3: 20,672 shares; 2025Q4: 20,644 shares 20,644 $488K 0.08% -28 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,536 shares 3,536 $478K 0.08% +295 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 914 shares; 2025Q1: 1,297 shares; 2025Q2: 1,344 shares; 2025Q3: 1,347 shares; 2025Q4: 1,344 shares 1,344 $475K 0.07% -3 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 4,846 shares; 2025Q1: 4,521 shares; 2025Q2: 4,836 shares; 2025Q3: 4,378 shares; 2025Q4: 3,929 shares 3,929 $469K 0.07% -449 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,024 shares; 2025Q2: 6,539 shares; 2025Q3: 6,539 shares; 2025Q4: 6,539 shares 6,539 $454K 0.07% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 84 shares 84 $450K 0.07% +37 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,242 shares; 2024Q4: 24,716 shares; 2025Q1: 19,646 shares; 2025Q2: 17,783 shares; 2025Q3: 17,931 shares; 2025Q4: 17,649 shares 17,649 $450K 0.07% -282 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 643 shares; 2025Q1: 719 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares 656 $447K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 465 shares; 2025Q4: 678 shares 678 $443K 0.07% +213 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,528 shares 1,528 $433K 0.07% +235 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 7,334 shares; 2025Q1: 7,253 shares; 2025Q2: 7,933 shares; 2025Q3: 8,405 shares; 2025Q4: 5,525 shares 5,525 $430K 0.07% -2,880 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,981 shares 4,981 $430K 0.07% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,333 shares; 2025Q2: not reported; 2025Q3: 2,061 shares; 2025Q4: 3,270 shares 3,270 $428K 0.07% +1,209 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,734 shares; 2025Q4: 2,482 shares 2,482 $428K 0.07% +748 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,148 shares; 2025Q1: 1,145 shares; 2025Q2: 1,155 shares; 2025Q3: 1,178 shares; 2025Q4: 1,148 shares 1,148 $425K 0.07% -30 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 7,349 shares; 2025Q1: 7,313 shares; 2025Q2: 7,181 shares; 2025Q3: 6,563 shares; 2025Q4: 6,527 shares 6,527 $424K 0.07% -36 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 3,648 shares; 2025Q1: 3,150 shares; 2025Q2: 3,138 shares; 2025Q3: 3,268 shares; 2025Q4: 2,210 shares 2,210 $423K 0.07% -1,058 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,306 shares; 2024Q4: 15,599 shares; 2025Q1: 15,900 shares; 2025Q2: 15,775 shares; 2025Q3: 15,834 shares; 2025Q4: 15,836 shares 15,836 $415K 0.07% +2 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 1,280 shares; 2025Q3: 1,149 shares; 2025Q4: 1,678 shares 1,678 $408K 0.06% +529 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 11,317 shares; 2025Q1: 11,238 shares; 2025Q2: 9,462 shares; 2025Q3: 8,732 shares; 2025Q4: 8,628 shares 8,628 $406K 0.06% -104 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 1,962 shares; 2025Q1: 2,112 shares; 2025Q2: 2,188 shares; 2025Q3: 1,579 shares; 2025Q4: 2,193 shares 2,193 $404K 0.06% +614 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,979 shares; 2025Q1: 2,407 shares; 2025Q2: 2,680 shares; 2025Q3: 2,467 shares; 2025Q4: 2,517 shares 2,517 $404K 0.06% +50 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 1,383 shares; 2025Q4: 1,915 shares 1,915 $400K 0.06% +532 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: 703 shares 703 $395K 0.06% +292 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 7,060 shares; 2025Q1: 6,755 shares; 2025Q2: 7,831 shares; 2025Q3: 6,230 shares; 2025Q4: 6,711 shares 6,711 $393K 0.06% +481 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 2,977 shares 2,977 $384K 0.06% +1,162 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: 1,334 shares; 2025Q4: 1,684 shares 1,684 $380K 0.06% +350 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,462 shares 7,462 $379K 0.06% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,705 shares; 2025Q1: 1,707 shares; 2025Q2: 1,716 shares; 2025Q3: 1,756 shares; 2025Q4: 1,659 shares 1,659 $379K 0.06% -97 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,824 shares 10,824 $373K 0.06% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,144 shares; 2025Q1: 1,153 shares; 2025Q2: 1,188 shares; 2025Q3: 1,191 shares; 2025Q4: 1,078 shares 1,078 $371K 0.06% -113 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 482 shares; 2025Q1: 483 shares; 2025Q2: 470 shares; 2025Q3: 467 shares; 2025Q4: 428 shares 428 $369K 0.06% -39 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: 3,163 shares 3,163 $369K 0.06% +951 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,014 shares; 2024Q4: 17,044 shares; 2025Q1: 16,927 shares; 2025Q2: 15,761 shares; 2025Q3: 15,807 shares; 2025Q4: 16,102 shares 16,102 $369K 0.06% +295 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,097 shares; 2025Q1: 1,103 shares; 2025Q2: 1,117 shares; 2025Q3: 1,147 shares; 2025Q4: 1,242 shares 1,242 $368K 0.06% +95 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,986 shares; 2025Q4: 5,296 shares 5,296 $368K 0.06% +1,310 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 5,202 shares; 2025Q1: 5,202 shares; 2025Q2: 5,110 shares; 2025Q3: 4,995 shares; 2025Q4: 4,865 shares 4,865 $367K 0.06% -130 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares 474 $366K 0.06% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,593 shares 1,593 $365K 0.06% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,886 shares; 2025Q1: 4,889 shares; 2025Q2: 5,813 shares; 2025Q3: 5,842 shares; 2025Q4: 5,767 shares 5,767 $365K 0.06% -75 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 601 shares; 2025Q3: 456 shares; 2025Q4: 754 shares 754 $365K 0.06% +298 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,261 shares; 2025Q4: 8,261 shares 8,261 $360K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 8,260 shares; 2025Q1: 7,511 shares; 2025Q2: 6,718 shares; 2025Q3: 6,895 shares; 2025Q4: 6,521 shares 6,521 $359K 0.06% -374 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681 shares 2,681 $356K 0.06% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,647 shares 2,647 $347K 0.05% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 6,000 shares; 2025Q1: 5,143 shares; 2025Q2: 4,850 shares; 2025Q3: 4,828 shares; 2025Q4: 4,353 shares 4,353 $347K 0.05% -475 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,217 shares 5,217 $340K 0.05% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,060 shares; 2025Q3: 3,800 shares; 2025Q4: 2,979 shares 2,979 $337K 0.05% -821 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,158 shares; 2025Q4: 7,560 shares 7,560 $337K 0.05% +2,402 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares 1,726 $335K 0.05% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 1,250 shares 1,250 $335K 0.05% +375 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 1,083 shares; 2025Q4: 957 shares 957 $335K 0.05% -126 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,505 shares 1,505 $331K 0.05% +225 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 14,784 shares; 2025Q1: 14,784 shares; 2025Q2: 14,792 shares; 2025Q3: 14,784 shares; 2025Q4: 13,737 shares 13,737 $330K 0.05% -1,047 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,511 shares; 2024Q4: 18,511 shares; 2025Q1: 18,511 shares; 2025Q2: 18,511 shares; 2025Q3: 18,535 shares; 2025Q4: 18,535 shares 18,535 $328K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,018 shares; 2025Q1: 2,008 shares; 2025Q2: 2,061 shares; 2025Q3: 2,119 shares; 2025Q4: 2,290 shares 2,290 $328K 0.05% +171 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 906 shares 906 $320K 0.05% +216 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 2,090 shares 2,090 $320K 0.05% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares 1,167 $319K 0.05% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares 713 $317K 0.05% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,380 shares; 2025Q4: 2,462 shares 2,462 $315K 0.05% +82 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 541 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 549 shares; 2025Q4: 541 shares 541 $306K 0.05% -8 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,905 shares 1,905 $305K 0.05% -54 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,504 shares; 2025Q1: 6,524 shares; 2025Q2: 7,396 shares; 2025Q3: 7,794 shares; 2025Q4: 7,383 shares 7,383 $301K 0.05% -411 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,853 shares; 2025Q1: 4,667 shares; 2025Q2: 4,685 shares; 2025Q3: 5,171 shares; 2025Q4: 5,176 shares 5,176 $298K 0.05% +5 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,340 shares; 2025Q1: 3,113 shares; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,054 shares 2,054 $294K 0.05% -930 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,954 shares 2,954 $293K 0.05% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,672 shares; 2025Q3: 3,904 shares; 2025Q4: 3,776 shares 3,776 $291K 0.05% -128 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,126 shares; 2025Q1: 1,130 shares; 2025Q2: 1,134 shares; 2025Q3: 1,028 shares; 2025Q4: 948 shares 948 $290K 0.05% -80 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,062 shares; 2025Q1: 2,809 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,037 shares 3,037 $284K 0.04% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares 1,849 $284K 0.04% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 822 shares 822 $277K 0.04% new Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,812 shares; 2024Q4: 11,649 shares; 2025Q1: 11,649 shares; 2025Q2: 10,307 shares; 2025Q3: 9,614 shares; 2025Q4: 8,768 shares 8,768 $276K 0.04% -846 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,750 shares; 2025Q1: 1,749 shares; 2025Q2: 1,842 shares; 2025Q3: 2,571 shares; 2025Q4: 1,805 shares 1,805 $275K 0.04% -766 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,721 shares; 2025Q1: 3,721 shares; 2025Q2: 3,721 shares; 2025Q3: 3,712 shares; 2025Q4: 3,712 shares 3,712 $270K 0.04% 0 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,578 shares; 2025Q1: 5,602 shares; 2025Q2: 5,629 shares; 2025Q3: 5,656 shares; 2025Q4: 5,701 shares 5,701 $268K 0.04% +45 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,773 shares; 2025Q4: 3,905 shares 3,905 $261K 0.04% +1,132 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,541 shares; 2025Q1: 2,572 shares; 2025Q2: 2,777 shares; 2025Q3: 2,448 shares; 2025Q4: 2,274 shares 2,274 $259K 0.04% -174 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares 1,327 $257K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: 1,413 shares; 2025Q3: 1,472 shares; 2025Q4: 1,599 shares 1,599 $256K 0.04% +127 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,572 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares 1,712 $255K 0.04% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,005 shares; 2025Q3: not reported; 2025Q4: 5,771 shares 5,771 $253K 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares 2,110 $253K 0.04% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares 1,775 $252K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 2,810 shares; 2025Q4: 2,875 shares 2,875 $252K 0.04% +65 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512 shares 512 $249K 0.04% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,439 shares 2,439 $248K 0.04% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $245K 0.04% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,836 shares; 2025Q1: 2,836 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares; 2025Q4: 2,835 shares 2,835 $244K 0.04% -1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 950 shares; 2025Q2: 1,000 shares; 2025Q3: 853 shares; 2025Q4: 691 shares 691 $242K 0.04% -162 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 9,415 shares; 2025Q1: 9,857 shares; 2025Q2: 9,571 shares; 2025Q3: 9,300 shares; 2025Q4: 9,686 shares 9,686 $241K 0.04% +386 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 394 shares 394 $241K 0.04% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 421 shares 421 $240K 0.04% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 2,956 shares; 2025Q2: 2,676 shares; 2025Q3: not reported; 2025Q4: 3,020 shares 3,020 $240K 0.04% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares 416 $239K 0.04% new Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,704 shares 2,704 $232K 0.04% -15 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 3,069 shares; 2025Q1: 2,691 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,166 shares 2,166 $232K 0.04% -534 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,880 shares 3,880 $231K 0.04% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,197 shares 6,197 $229K 0.04% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares 1,336 $229K 0.04% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,736 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $229K 0.04% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares; 2025Q4: 1,689 shares 1,689 $228K 0.04% -4 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,019 shares 3,019 $228K 0.04% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565 shares 565 $225K 0.04% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $221K 0.03% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 641 shares; 2025Q3: 1,049 shares; 2025Q4: 980 shares 980 $220K 0.03% -69 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,207 shares; 2025Q2: 8,987 shares; 2025Q3: 8,984 shares; 2025Q4: 8,694 shares 8,694 $216K 0.03% -290 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,894 shares 1,894 $215K 0.03% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 11,470 shares; 2025Q1: 7,918 shares; 2025Q2: 8,592 shares; 2025Q3: 8,739 shares; 2025Q4: 9,272 shares 9,272 $215K 0.03% +533 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 956 shares 956 $213K 0.03% +55 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares 2,181 $213K 0.03% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,000 shares; 2025Q1: 3,913 shares; 2025Q2: 3,914 shares; 2025Q3: 3,415 shares; 2025Q4: 4,766 shares 4,766 $213K 0.03% +1,351 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 1,476 shares 1,476 $212K 0.03% +738 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 712 shares; 2025Q1: 714 shares; 2025Q2: 711 shares; 2025Q3: 717 shares; 2025Q4: 598 shares 598 $210K 0.03% -119 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,952 shares 4,952 $208K 0.03% new Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,657 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,657 shares; 2025Q4: 3,657 shares 3,657 $207K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares 532 $207K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 2,834 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,575 shares 2,575 $207K 0.03% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,726 shares; 2025Q2: 12,495 shares; 2025Q3: 22,009 shares; 2025Q4: 24,973 shares 24,973 $202K 0.03% +2,964 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,330 shares; 2024Q4: 10,417 shares; 2025Q1: 10,479 shares; 2025Q2: 10,350 shares; 2025Q3: 10,388 shares; 2025Q4: 10,431 shares 10,431 $200K 0.03% +43 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007 shares 1,007 $200K 0.03% new Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,914 shares; 2024Q4: 17,942 shares; 2025Q1: 17,942 shares; 2025Q2: 14,409 shares; 2025Q3: 14,409 shares; 2025Q4: 10,582 shares 10,582 $161K 0.03% -3,827 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,277 shares; 2025Q3: 15,277 shares; 2025Q4: 9,827 shares 9,827 $99.4K 0.02% -5,450 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,556 shares; 2024Q4: 10,704 shares; 2025Q1: 10,704 shares; 2025Q2: 10,704 shares; 2025Q3: 10,704 shares; 2025Q4: 10,704 shares 10,704 $96.1K 0.02% 0 Timeline